- New Purchases: TXG, NU, STE, IOT, IWF, BILL,
- Added Positions: SQ, AMZN, MTCH, SHOP, CHGG, TWLO, NET, YNDX, ADBE, PATH, HCM, PAGS, NIO, TME, OPEN, BZ, INDA,
- Reduced Positions: SE, NFLX, BABA, ALGN, INTU, V, TEAM, ASML, DXCM, FND, EW, FB, NKE, WMG, SNOW, DASH, LRCX, NOW, APTV, GOOGL, MELI, ZTS, GOOG, TSM, OKTA, CHTR, CSGP, SRPT, IRTC, CVNA, MSFT, UBER, FVRR, HDB, ABNB, WCN, ROP, BFAM, IQV, TDG, UNH, TECH, ICE, ANSS,
- Sold Out: Z, EQIX, DG, COUP, WDAY, ILMN,
For the details of Frank Sands's stock buys and sells, go to https://www.gurufocus.com/guru/frank+sands/current-portfolio/portfolio
These are the top 5 holdings of Frank Sands- Sea Ltd (SE) - 18,159,912 shares, 7.54% of the total portfolio. Shares reduced by 11.28%
- Visa Inc (V) - 13,190,549 shares, 5.30% of the total portfolio. Shares reduced by 4.75%
- Amazon.com Inc (AMZN) - 843,212 shares, 5.22% of the total portfolio. Shares added by 3.81%
- Netflix Inc (NFLX) - 4,575,549 shares, 5.12% of the total portfolio. Shares reduced by 12.05%
- Atlassian Corporation PLC (TEAM) - 5,381,227 shares, 3.81% of the total portfolio. Shares reduced by 5.84%
Sands Capital Management initiated holding in 10x Genomics Inc. The purchase prices were between $135.05 and $182.59, with an estimated average price of $153.17. The stock is now traded at around $95.330000. The impact to a portfolio due to this purchase was 0.46%. The holding were 1,663,967 shares as of 2021-12-31.
New Purchase: Nu Holdings Ltd (NU)Sands Capital Management initiated holding in Nu Holdings Ltd. The purchase prices were between $8.94 and $11.85, with an estimated average price of $9.82. The stock is now traded at around $8.710000. The impact to a portfolio due to this purchase was 0.26%. The holding were 15,057,841 shares as of 2021-12-31.
New Purchase: Steris PLC (STE)Sands Capital Management initiated holding in Steris PLC. The purchase prices were between $206.02 and $245.17, with an estimated average price of $228.98. The stock is now traded at around $233.135000. The impact to a portfolio due to this purchase was 0.16%. The holding were 364,205 shares as of 2021-12-31.
New Purchase: Samsara Inc (IOT)Sands Capital Management initiated holding in Samsara Inc. The purchase prices were between $22.32 and $29.37, with an estimated average price of $26.17. The stock is now traded at around $22.590000. The impact to a portfolio due to this purchase was 0.07%. The holding were 1,361,225 shares as of 2021-12-31.
New Purchase: iShares Russell 1000 Growth ETF (IWF)Sands Capital Management initiated holding in iShares Russell 1000 Growth ETF. The purchase prices were between $270.63 and $309.52, with an estimated average price of $296.53. The stock is now traded at around $274.360000. The impact to a portfolio due to this purchase was 0.01%. The holding were 23,752 shares as of 2021-12-31.
New Purchase: Bill.com Holdings Inc (BILL)Sands Capital Management initiated holding in Bill.com Holdings Inc. The purchase prices were between $232.81 and $342.26, with an estimated average price of $282.63. The stock is now traded at around $245.439900. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 1,255 shares as of 2021-12-31.
Added: Chegg Inc (CHGG)Sands Capital Management added to a holding in Chegg Inc by 132.84%. The purchase prices were between $24.99 and $69.96, with an estimated average price of $39.74. The stock is now traded at around $31.290000. The impact to a portfolio due to this purchase was 0.13%. The holding were 4,024,552 shares as of 2021-12-31.
Added: UiPath Inc (PATH)Sands Capital Management added to a holding in UiPath Inc by 28.39%. The purchase prices were between $39.81 and $57.51, with an estimated average price of $49.2. The stock is now traded at around $37.080000. The impact to a portfolio due to this purchase was 0.01%. The holding were 552,204 shares as of 2021-12-31.
Added: Opendoor Technologies Inc (OPEN)Sands Capital Management added to a holding in Opendoor Technologies Inc by 21.73%. The purchase prices were between $13.3 and $24.75, with an estimated average price of $18.98. The stock is now traded at around $10.690000. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 209,341 shares as of 2021-12-31.
Sold Out: Zillow Group Inc (Z)Sands Capital Management sold out a holding in Zillow Group Inc. The sale prices were between $53 and $103.63, with an estimated average price of $71.41.
Sold Out: Equinix Inc (EQIX)Sands Capital Management sold out a holding in Equinix Inc. The sale prices were between $750.01 and $847.3, with an estimated average price of $802.05.
Sold Out: Dollar General Corp (DG)Sands Capital Management sold out a holding in Dollar General Corp. The sale prices were between $205.61 and $235.83, with an estimated average price of $221.07.
Sold Out: Coupa Software Inc (COUP)Sands Capital Management sold out a holding in Coupa Software Inc. The sale prices were between $151.8 and $256.5, with an estimated average price of $204.91.
Sold Out: Workday Inc (WDAY)Sands Capital Management sold out a holding in Workday Inc. The sale prices were between $249.68 and $300.9, with an estimated average price of $278.01.
Sold Out: Illumina Inc (ILMN)Sands Capital Management sold out a holding in Illumina Inc. The sale prices were between $347.28 and $421.83, with an estimated average price of $388.94.
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